Plan Snapshot
- Plan Sponsor: Levin, Papantonio, Proctor, Buchanan, O'Brien, Barr & Mougey, P.A.
- Sponsor EIN: 591266412
- Sponsor Address: 316 S. BAYLEN STREET, SUITE 600, PENSACOLA, FL, 32502
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $32.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $32.9M | $1.2M | $860,904 |
| 2023 | 153 | $30.7M | $1.0M | $1.0M |
| 2022 | 175 | $25.3M | $1.1M | $912,570 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AVIZO GROUP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $120,591 | $204 | $114,628 | — | — |
| 2023 | $119,675 | $102 | $114,207 | — | — |
| 2022 | $111,126 | — | $107,184 | — | — |